What Zoho Books covers
According to Zoho, the application includes quotes, invoicing with online payment links and reminders, sales orders, bills and purchase orders, banking with bank feeds, expenses, projects, inventory, reporting, multi-currency and customer and vendor portals. For India it lists GST calculation, e-invoicing, e-way bills and GST filing support.
Where small businesses see the difference
- Invoicing. Invoices go out with payment links and automated reminders, which shortens the time from sale to cash.
- Bank reconciliation. Bank feeds and automatic categorisation reduce manual matching.
- Reporting. Cash flow, profit and loss, taxes and sales reports, plus custom reports, give you the numbers without spreadsheets.
- Access anywhere. Web, mobile and desktop apps let you issue an invoice or check a balance away from the office.
- Working with others. Roles and permissions control what each person sees, so your accountant and your team can use the same books.
What to decide before you start
The software does not decide your chart of accounts, tax set-up or approval limits. These should be agreed with your accountant first, and the data you bring from older books should be reconciled before go-live.
How we can help
We configure Zoho Books for your tax and workflow, migrate your existing data and train your team. See Zoho Books and data migration.
Frequently asked questions
Is Zoho Books only for accountants?
No. Zoho lists business owners, startups, small and medium businesses, non-profits and accounting firms as target users.
Can I use it on my phone?
Zoho states that Zoho Books works across the web, mobile and a Windows desktop app.